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Portal Integrates Proposals With ProjX360

ProjX360 dealers can now win a job in Portal, push all the products from that job into ProjX360, and then manage the project to completion.

ProjX360 logo

Portal.io has added ProjX360 to the list of industry software solutions integrating with its proposal system. The newest software partner to launch a full proposal integration, ProjX360 is a complete management solution designed for Integrators that includes project management, inventory, time tracking, and service management. The integration is available now. ProjX360 dealers can now win a job in Portal, push all the products from that job into ProjX360, and then manage the project to completion.

“We’re excited to add ProjX360 to our growing list of software partners integrating with our proposal tool,” says Kirk Chisholm, founder and CEO of Portal. “As dealers grow, their business software needs to evolve, but they shouldn’t have to redesign their entire business process just to fix one problem. With Portal’s Proposal API, we’re giving dealers in the industry more options to run their business with best-in-class software tools of their choosing.”

Last month, Portal announced its expanded API, which allows dealers to win a proposal in Portal, and then push those proposals into projects in other software tools. ProjX360 was one of the original software companies to integrate with Portal’s Catalog data, and now expands that functionality to include proposal integration.

ProjX360 is business management software built specifically for the Custom Integration industry. Its addition of proposal integration allows dealers to import a Portal proposal, then manage the project, track inventory, create work orders, and service the client after the install.

“For years, Portal has had the best proposal tool,” says Doug Greenwald, founder and CEO of ProjX360. “It’s been a goal of ours to expand our integration with them to include proposals – it just makes sense.”

For more information, visit portal.io.

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